City Guides
HNW Prospecting for Independent RIAs: 10 Major U.S. Markets Compared
Bhavya Barot·Mar 25, 2026
Featured on Michael Kitces Advisor Map
Hire Valora
Autonomous AI BDR for RIAs
She finds HNW and UHNW, sends personalized outreach, handles objections and books appointments at a fraction of the cost of a human BDR.
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Your Best Referral Years Are Behind You
Your backers want 20% organic growth. You are delivering 5%
Your advisors have empty calendars
Your COI relationships are becoming a liability
The Clients Who Would Choose You First Will Never Find You.
You don't have a growth problem. You have a visibility problem and you've been calling it a referral strategy. Every advisor on your team is invisible to the investor who isn't already inside someone else's network. Today that changes.
Introducing Spaces
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Exclusive Prospects
24/7 AI Outreach
Compliant-first
Live in 10 Minutes
THE GREAT WEALTH TRANSFER HAPPENING
$8T
Annual wealth transfer amount
Access a Universe
of 120M Households
Set your firm's criteria and each advisor's ICP from net worth, investable assets, liquidity events, business ownership and much more.
Know Who You're Reaching
and Engage Them
Every prospect comes with a full financial picture with assets, career signals, life events, and behavioral data so your advisors walk into every conversation already knowing who they're talking to.
Dr. Emily Carter
Cardiologist
Employer: HeartWell Medical Center
Title: Senior Cardiologist
Property: $2M+
Cars: Toyota Land Cruiser, Audi Q7
Sep 2026
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Qualified Appointments Scheduled on Your Advisors Calendar
Every call is with a prospect who knows your firm, understands why you're reaching out, and has already raised their hand to talk about their wealth.
Roll Out Across Your Entire
Firm in Minutes
1
We scope your firm
We define ideal client profiles for your firm and each advisor — AUM targets, personas, markets, capacity. One week to set the foundation.
2
We build your growth infrastructure
Each advisor gets a dedicated AI agent configured to their voice, your compliance framework, and connected to your CRM and calendar.
3
Your advisors show up and close
Advisors only take meetings. Every prospect is already identified, researched, engaged, and qualified before landing on their calendar.
Built for RIAs Beyond Traditional Business Development
Qualified Appointments Within Weeks
Most firms see qualified appointments landing on their advisors' calendars within three weeks, with no ramp up period and no waiting for results.
Deployed Across Your Entire Firm within Minutes
Every advisor gets their own agent, their own ICP, and their own pipeline of qualified prospects from the moment they go live.
Full Visibility Into Every Advisor's Pipeline
Firm leadership gets a complete view of every outreach campaign, every booked appointment, and every conversation across the entire team.
Completely Hands-Off for Your Advisors
Your advisors never touch the outreach. Our team manages the entire process end to end, so every advisor on your team spends their time serving clients and closing business.
Most tools overwhelm.
Most agencies disappoint.
25 EMAILS SENT
SDRs are slow to ramp and need handholding.
Time Spent on Outbound
24 hours 34 minutes in total
Testing Tinkering Fixing Issues
Tools require tinkering, testing, & fixing issues.
04 MON
05 TUE
9 AM
Low Quality Lead
9:00 - 9:30 AM
9:00 - 9:30 AM
Unqualified Lead
9:00 - 9:30 AM
9:00 - 9:30 AM
10 AM
Unqualified Lead
9:30 - 10:00 AM
9:30 - 10:00 AM
11 AM
Agencies promise results, but deliver poor leads.
Reach to 5x more prospects than anyone in the market
 Spaces | Lead marketplacese.g. SmartAsset, Zoe | SaaS toolse.g. Finny, Catchlight | |
|---|---|---|---|
Appointments booked for you | |||
Advisor time required | Zero | Several hrs/week | Many hrs/week |
Prospect quality | Mixed, non-exclusive | Self-sourced | |
Scales across your firm | |||
Automated lead routing | |||
Facebook & Google integration | |||
Exclusive to your firm | |||
Guaranteed appointment within 3 weeks | |||
Dedicated enterprise support |
Your questions
answered.
We scope every engagement around your firm's specific growth targets, advisor capacity, and prospect criteria. Onboarding takes two weeks. First qualified appointments land within three weeks of launch. We manage the entire process - prospecting, outreach, compliance, follow-up, end to end.
A BDR team takes three to six months to ramp, costs $150K+ fully loaded per head, and still requires your advisors to manage the relationship before the meeting. Spaces delivers qualified appointments faster, at a fraction of the cost, with zero advisor involvement in the outreach process. And unlike a BDR team, we scale across every advisor in your firm simultaneously from day one.
Compliance is built into the platform from day one — not bolted on. Every message is logged, structured, and reviewed against SEC and FINRA requirements. You maintain full oversight. We manage the execution.
Fill your advisors' calendars with Spaces